CVCO — CAVCO INDS INC DEL
Reported value held$2.64B
Funds holding (latest)46
SectorConsumer Discretionary
Funds holding (Q2 2026)35
Institutional value$2.05B · 3.43M sh
New / Add / Cut / Exit1 / 20 / 14 / 3
Top-5 / Top-10 concentration68.7% / 81.9%
Institutional holdings change
Reducing -4.1%
(-146.72K sh)
Institutional value change
Up +21.7%
As of Q2 2026, 35 SEC-registered investment managers reported holding CVCO (CAVCO INDS INC DEL) in their latest 13F filings, with a combined reported value of $2.05B across 3.43M shares. That is -4.1% by share count (-146.72K shares) versus the previous quarter, while reported value moved +21.7%. Ownership is concentrated: the five largest holders account for 68.7% of reported value and the top ten for 81.9%.
Compared with the prior quarter, 1 opened new positions, 20 added to existing stakes, 14 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CVCO is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.25M | $767.11M | 0.01% | Add |
| Capital World Investors history | 528.19K | $324.51M | 0.04% | Reduce |
| Geode Capital Management history | 259.18K | $159.26M | 0.01% | Add |
| Invesco Ltd history | 149.66K | $91.95M | 0.01% | Reduce |
| Point72 Asset Management history | 109.53K | $67.29M | 0.08% | Add |
| Fidelity Management & Research (FMR) history | 109.29K | $67.15M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 108.39K | $66.59M | 0.01% | Add |
| Northern Trust Corp history | 86.94K | $53.41M | 0.01% | Add |
| Marshall Wace history | 74.84K | $45.98M | 0.04% | Add |
| Goldman Sachs Group history | 61.68K | $37.89M | 0.00% | Reduce |
| Morgan Stanley history | 57.66K | $35.43M | 0.00% | Reduce |
| Principal Global Investors history | 55.04K | $33.81M | 0.02% | Add |
| Franklin Resources history | 54.39K | $33.41M | 0.01% | Reduce |
| Capital Research Global Investors history | 48.29K | $29.67M | 0.00% | Add |
| BNY Mellon history | 45.73K | $28.10M | 0.01% | Add |
| Renaissance Technologies history | 42.17K | $25.91M | 0.04% | Add |
| Bank of America Corp history | 38.56K | $23.69M | 0.00% | Add |
| JPMorgan Chase & Co history | 37.10K | $22.98M | 0.00% | New |
| Millennium Management history | 35.07K | $21.55M | 0.01% | Reduce |
| PSP Investments history | 32.52K | $19.98M | 0.05% | Add |
| Citigroup Inc history | 23.69K | $14.55M | 0.01% | Add |
| AQR Capital Management history | 22.82K | $14.02M | 0.01% | Add |
| Legal & General Investment Management America history | 17.98K | $11.04M | 0.00% | Reduce |
| D. E. Shaw & Co history | 17.90K | $11.00M | 0.01% | Add |
| Citadel Advisors history | 17.07K | $10.49M | 0.00% | Reduce |
| Deutsche Bank AG history | 13.88K | $8.53M | 0.00% | Add |
| Wells Fargo & Co history | 11.21K | $6.89M | 0.00% | Add |
| UBS Group AG history | 9.47K | $5.82M | 0.00% | Reduce |
| Prudential Financial history | 8.03K | $4.94M | 0.01% | Add |
| Two Sigma Investments history | 6.22K | $3.82M | 0.00% | Add |
| Manulife Financial history | 3.75K | $2.30M | 0.00% | Add |
| Balyasny Asset Management history | 3.75K | $2.30M | 0.00% | Reduce |
| Amundi US history | 1.42K | $872.42K | 0.00% | Reduce |
| PNC Financial Services history | 697 | $428.22K | 0.00% | Reduce |
| T. Rowe Price Associates history | 86.55K | $53.18K | 0.01% | Reduce |
Q1 2026 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.20M | $580.33M | 0.01% | Hold |
| Capital World Investors history | 616.58K | $298.60M | 0.04% | Reduce |
| Geode Capital Management history | 240.67K | $116.57M | 0.01% | Add |
| Invesco Ltd history | 181.78K | $88.04M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 167.38K | $81.06M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 104.73K | $50.72M | 0.01% | Add |
| Point72 Asset Management history | 102.72K | $49.74M | 0.07% | Add |
| Goldman Sachs Group history | 93.17K | $45.12M | 0.01% | Add |
| UBS Group AG history | 82.12K | $39.77M | 0.01% | Add |
| Northern Trust Corp history | 81.66K | $39.55M | 0.01% | Add |
| Janus Henderson Group history | 68.74K | $33.29M | 0.02% | Hold |
| Morgan Stanley history | 61.38K | $29.73M | 0.00% | Reduce |
| Franklin Resources history | 58.41K | $28.29M | 0.01% | Add |
| Principal Global Investors history | 53.31K | $25.82M | 0.01% | Add |
| Millennium Management history | 47.74K | $23.12M | 0.01% | Add |
| Capital Research Global Investors history | 47.01K | $22.77M | 0.00% | Add |
| BNY Mellon history | 44.82K | $21.71M | 0.00% | Reduce |
| Renaissance Technologies history | 37.93K | $18.37M | 0.03% | Add |
| PSP Investments history | 30.32K | $14.68M | 0.05% | Add |
| Citadel Advisors history | 29.29K | $14.18M | 0.00% | Reduce |
| Bank of America Corp history | 27.35K | $13.25M | 0.00% | Add |
| Legal & General Investment Management America history | 18.40K | $8.91M | 0.00% | Reduce |
| Royce & Associates history | 14.70K | $7.12M | 0.07% | Reduce |
| AQR Capital Management history | 14.63K | $7.08M | 0.00% | Add |
| Deutsche Bank AG history | 9.74K | $4.72M | 0.00% | Add |
| Citigroup Inc history | 8.35K | $4.04M | 0.00% | Reduce |
| Prudential Financial history | 7.97K | $3.86M | 0.01% | Reduce |
| Marshall Wace history | 6.84K | $3.31M | 0.00% | Add |
| Bridgewater Associates history | 5.70K | $2.76M | 0.01% | Add |
| Two Sigma Investments history | 4.50K | $2.18M | 0.00% | New |
| Balyasny Asset Management history | 4.44K | $2.15M | 0.00% | New |
| Wells Fargo & Co history | 4.24K | $2.05M | 0.00% | Reduce |
| Manulife Financial history | 3.42K | $1.66M | 0.00% | Reduce |
| Amundi US history | 1.61K | $779.22K | 0.00% | Add |
| PNC Financial Services history | 702 | $339.97K | 0.00% | Reduce |
| D. E. Shaw & Co history | 699 | $338.52K | 0.00% | Hold |
| T. Rowe Price Associates history | 92.62K | $44.86K | 0.01% | Reduce |
Q4 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.20M | $708.13M | 0.01% | Add |
| Vanguard Group history | 750.27K | $443.22M | 0.01% | Reduce |
| Capital World Investors history | 640.07K | $378.11M | 0.05% | Hold |
| Fidelity Management & Research (FMR) history | 263.32K | $155.55M | 0.01% | Reduce |
| Geode Capital Management history | 232.85K | $137.57M | 0.01% | Hold |
| Charles Schwab Investment Management history | 102.24K | $60.40M | 0.01% | Reduce |
| Invesco Ltd history | 96.35K | $56.92M | 0.01% | Reduce |
| Northern Trust Corp history | 80.39K | $47.49M | 0.01% | Reduce |
| Goldman Sachs Group history | 74.16K | $43.81M | 0.01% | Add |
| Point72 Asset Management history | 70.37K | $41.57M | 0.05% | Add |
| Janus Henderson Group history | 68.83K | $40.66M | 0.02% | Reduce |
| Morgan Stanley history | 63.11K | $37.28M | 0.00% | Add |
| BNY Mellon history | 56.99K | $33.67M | 0.01% | Reduce |
| Principal Global Investors history | 51.56K | $30.46M | 0.02% | Add |
| Franklin Resources history | 46.00K | $27.17M | 0.01% | Add |
| Citadel Advisors history | 45.94K | $27.14M | 0.00% | Add |
| UBS Group AG history | 40.02K | $23.64M | 0.00% | Add |
| Baron Funds history | 37.08K | $21.90M | 0.06% | New |
| PSP Investments history | 27.03K | $15.97M | 0.05% | Reduce |
| Bank of America Corp history | 25.53K | $15.08M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 24.24K | $14.32M | 0.00% | Reduce |
| Royce & Associates history | 22.50K | $13.29M | 0.14% | Reduce |
| Capital Research Global Investors history | 22.10K | $13.06M | 0.00% | Hold |
| Legal & General Investment Management America history | 20.30K | $11.99M | 0.00% | Reduce |
| Norges Bank Investment Management history | 17.62K | $10.41M | 0.00% | Add |
| Arrowstreet Capital history | 14.94K | $8.83M | 0.01% | New |
| Renaissance Technologies history | 11.97K | $7.07M | 0.01% | Add |
| Wells Fargo & Co history | 9.60K | $5.67M | 0.00% | Add |
| Deutsche Bank AG history | 9.09K | $5.37M | 0.00% | Add |
| Citigroup Inc history | 9.06K | $5.35M | 0.00% | Reduce |
| Prudential Financial history | 8.72K | $5.15M | 0.01% | Add |
| Millennium Management history | 5.30K | $3.13M | 0.00% | Reduce |
| Marshall Wace history | 5.04K | $2.98M | 0.00% | New |
| Bridgewater Associates history | 4.07K | $2.40M | 0.01% | Add |
| Manulife Financial history | 3.54K | $2.09M | 0.00% | Reduce |
| AQR Capital Management history | 2.96K | $1.75M | 0.00% | Add |
| Amundi US history | 1.21K | $713.61K | 0.00% | Reduce |
| PNC Financial Services history | 712 | $420.61K | 0.00% | Add |
| D. E. Shaw & Co history | 699 | $412.93K | 0.00% | Hold |
| T. Rowe Price Associates history | 213.57K | $126.17K | 0.01% | Add |
| CPP Investments history | 120 | $70.89K | 0.00% | Reduce |
Q3 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.19M | $690.27M | 0.01% | Reduce |
| Vanguard Group history | 771.83K | $448.23M | 0.01% | Reduce |
| Capital World Investors history | 640.12K | $371.74M | 0.05% | Hold |
| Fidelity Management & Research (FMR) history | 574.67K | $333.73M | 0.02% | Add |
| Geode Capital Management history | 231.83K | $134.65M | 0.01% | Add |
| Invesco Ltd history | 104.94K | $60.94M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 103.09K | $59.87M | 0.01% | Hold |
| Northern Trust Corp history | 83.28K | $48.36M | 0.01% | Reduce |
| Janus Henderson Group history | 71.63K | $41.60M | 0.02% | Reduce |
| BNY Mellon history | 62.20K | $36.12M | 0.01% | Reduce |
| Point72 Asset Management history | 61.63K | $35.79M | 0.06% | New |
| Morgan Stanley history | 56.21K | $32.64M | 0.00% | Reduce |
| Principal Global Investors history | 47.57K | $27.62M | 0.01% | Add |
| Citadel Advisors history | 33.36K | $19.37M | 0.00% | Add |
| Goldman Sachs Group history | 33.32K | $19.35M | 0.00% | Add |
| JPMorgan Chase & Co history | 32.06K | $18.62M | 0.00% | Add |
| PSP Investments history | 30.84K | $17.91M | 0.07% | Add |
| UBS Group AG history | 30.43K | $17.67M | 0.00% | Add |
| Royce & Associates history | 29.40K | $17.08M | 0.17% | Reduce |
| Bank of America Corp history | 27.34K | $15.87M | 0.00% | Add |
| Capital Research Global Investors history | 22.10K | $12.84M | 0.00% | Hold |
| Legal & General Investment Management America history | 21.04K | $12.22M | 0.00% | Reduce |
| Franklin Resources history | 9.91K | $5.76M | 0.00% | Reduce |
| Citigroup Inc history | 9.59K | $5.57M | 0.00% | Reduce |
| Lazard Asset Management history | 9.12K | $5.30M | 0.01% | Add |
| Millennium Management history | 8.54K | $4.96M | 0.00% | Reduce |
| Deutsche Bank AG history | 8.21K | $4.77M | 0.00% | Reduce |
| Prudential Financial history | 7.91K | $4.60M | 0.01% | Reduce |
| Balyasny Asset Management history | 7.08K | $4.11M | 0.01% | Reduce |
| Wells Fargo & Co history | 5.28K | $3.07M | 0.00% | Reduce |
| Renaissance Technologies history | 4.10K | $2.38M | 0.00% | Reduce |
| Manulife Financial history | 3.72K | $2.16M | 0.00% | Reduce |
| Bridgewater Associates history | 2.49K | $1.45M | 0.01% | Add |
| AQR Capital Management history | 2.48K | $1.44M | 0.00% | Reduce |
| Amundi US history | 1.41K | $705.02K | 0.00% | Add |
| D. E. Shaw & Co history | 699 | $405.93K | 0.00% | Reduce |
| PNC Financial Services history | 606 | $351.92K | 0.00% | Reduce |
| CPP Investments history | 200 | $116.15K | 0.00% | Reduce |
| T. Rowe Price Associates history | 139.03K | $80.74K | 0.01% | Add |
Q2 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.20M | $519.81M | 0.01% | Reduce |
| Vanguard Group history | 804.11K | $349.33M | 0.01% | Add |
| Capital World Investors history | 639.50K | $277.82M | 0.04% | Hold |
| Fidelity Management & Research (FMR) history | 506.70K | $220.13M | 0.01% | Add |
| Geode Capital Management history | 227.93K | $99.03M | 0.01% | Reduce |
| Invesco Ltd history | 129.83K | $56.40M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 103.48K | $44.96M | 0.01% | Reduce |
| Northern Trust Corp history | 84.94K | $36.90M | 0.01% | Reduce |
| Janus Henderson Group history | 72.61K | $31.54M | 0.01% | Reduce |
| Morgan Stanley history | 68.71K | $29.85M | 0.00% | Reduce |
| BNY Mellon history | 63.97K | $27.79M | 0.01% | Add |
| Principal Global Investors history | 42.05K | $18.27M | 0.01% | Reduce |
| Royce & Associates history | 37.22K | $16.17M | 0.17% | Reduce |
| PSP Investments history | 30.39K | $13.20M | 0.06% | Add |
| Goldman Sachs Group history | 29.61K | $12.86M | 0.00% | Reduce |
| Bank of America Corp history | 26.26K | $11.41M | 0.00% | Add |
| Capital Research Global Investors history | 22.10K | $9.60M | 0.00% | Hold |
| Legal & General Investment Management America history | 21.82K | $9.48M | 0.00% | Add |
| Citadel Advisors history | 21.09K | $9.16M | 0.00% | Add |
| Balyasny Asset Management history | 19.54K | $8.49M | 0.01% | Add |
| JPMorgan Chase & Co history | 18.36K | $7.98M | 0.00% | Reduce |
| UBS Group AG history | 17.83K | $7.75M | 0.00% | Reduce |
| Citigroup Inc history | 17.61K | $7.65M | 0.00% | Reduce |
| Norges Bank Investment Management history | 14.53K | $6.31M | 0.00% | Reduce |
| Renaissance Technologies history | 12.51K | $5.43M | 0.01% | Add |
| Deutsche Bank AG history | 12.34K | $5.36M | 0.00% | Reduce |
| Franklin Resources history | 12.22K | $5.31M | 0.00% | Add |
| Millennium Management history | 11.90K | $5.17M | 0.00% | Reduce |
| Two Sigma Investments history | 10.17K | $4.42M | 0.01% | New |
| Prudential Financial history | 8.32K | $3.86M | 0.01% | Reduce |
| Wells Fargo & Co history | 8.49K | $3.69M | 0.00% | Add |
| Manulife Financial history | 4.10K | $1.78M | 0.00% | Reduce |
| D. E. Shaw & Co history | 3.31K | $1.44M | 0.00% | Add |
| AQR Capital Management history | 2.61K | $1.13M | 0.00% | Reduce |
| Bridgewater Associates history | 2.35K | $1.02M | 0.00% | Add |
| Amundi US history | 1.32K | $608.71K | 0.00% | Reduce |
| PNC Financial Services history | 612 | $265.87K | 0.00% | Hold |
| CPP Investments history | 400 | $173.77K | 0.00% | Reduce |
| T. Rowe Price Associates history | 101.23K | $43.98K | 0.01% | Hold |
| Lazard Asset Management history | 3.43K | $1.49K | 0.00% | Add |
Q1 2025 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.26M | $653.10M | 0.01% | Reduce |
| Vanguard Group history | 774.84K | $402.63M | 0.01% | Add |
| Capital World Investors history | 639.02K | $332.05M | 0.05% | Hold |
| Fidelity Management & Research (FMR) history | 339.73K | $176.53M | 0.01% | Add |
| Geode Capital Management history | 230.16K | $119.62M | 0.01% | Add |
| Invesco Ltd history | 196.21K | $101.96M | 0.02% | Add |
| Charles Schwab Investment Management history | 109.37K | $56.83M | 0.01% | Reduce |
| Wellington Management Group history | 105.09K | $54.61M | 0.01% | Reduce |
| Northern Trust Corp history | 89.64K | $46.58M | 0.01% | Reduce |
| Janus Henderson Group history | 87.79K | $45.14M | 0.03% | Add |
| Morgan Stanley history | 79.65K | $41.39M | 0.00% | Reduce |
| BNY Mellon history | 56.06K | $29.13M | 0.01% | Reduce |
| Principal Global Investors history | 42.76K | $22.22M | 0.01% | Add |
| Millennium Management history | 39.72K | $20.64M | 0.01% | Add |
| Royce & Associates history | 38.13K | $19.82M | 0.21% | Reduce |
| Goldman Sachs Group history | 32.52K | $16.90M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 30.06K | $15.62M | 0.00% | Reduce |
| PSP Investments history | 28.79K | $14.96M | 0.07% | Add |
| Capital Research Global Investors history | 22.10K | $11.49M | 0.00% | Hold |
| Legal & General Investment Management America history | 21.39K | $11.12M | 0.00% | Reduce |
| UBS Group AG history | 20.38K | $10.59M | 0.00% | Reduce |
| Citigroup Inc history | 19.81K | $10.29M | 0.01% | Add |
| Citadel Advisors history | 19.42K | $10.09M | 0.00% | Add |
| Bank of America Corp history | 17.88K | $9.29M | 0.00% | Add |
| Deutsche Bank AG history | 14.05K | $7.30M | 0.00% | Reduce |
| Point72 Asset Management history | 13.48K | $7.01M | 0.02% | New |
| Franklin Resources history | 10.93K | $5.68M | 0.00% | Reduce |
| Prudential Financial history | 10.91K | $5.67M | 0.01% | Hold |
| Wells Fargo & Co history | 8.10K | $4.21M | 0.00% | Add |
| First Eagle Investment Management history | 4.73K | $2.46M | 0.01% | Reduce |
| Manulife Financial history | 4.49K | $2.33M | 0.00% | Add |
| Marshall Wace history | 3.66K | $1.90M | 0.00% | Add |
| AQR Capital Management history | 3.10K | $1.61M | 0.00% | Reduce |
| Amundi US history | 3.25K | $1.58M | 0.00% | Reduce |
| Renaissance Technologies history | 2.35K | $1.22M | 0.00% | Reduce |
| Balyasny Asset Management history | 847 | $440.13K | 0.00% | Add |
| CPP Investments history | 700 | $363.74K | 0.00% | Add |
| D. E. Shaw & Co history | 699 | $363.22K | 0.00% | Hold |
| PNC Financial Services history | 614 | $319.05K | 0.00% | Hold |
| Bridgewater Associates history | 529 | $274.88K | 0.00% | New |
| T. Rowe Price Associates history | 100.95K | $52.46K | 0.01% | Add |
| Lazard Asset Management history | 3.36K | $1.74K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 37.10K sh · $22.98M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 68.74K sh · $33.29M
- Royce & Associates sold 14.70K sh · $7.12M
- Bridgewater Associates sold 5.70K sh · $2.76M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 1.25M | 1.20M | 1.20M | 1.19M | 1.20M | 1.26M | 1.31M | 1.31M | — | — | — | — | — | — | — | — | — | — | — | — |
| Capital World Investors | 528.19K | 616.58K | 640.07K | 640.12K | 639.50K | 639.02K | 638.96K | 638.97K | 605.92K | 605.92K | 588.80K | 588.80K | 588.80K | 570.60K | 419.30K | 170.87K | 170.87K | 170.87K | 170.87K | 170.87K |
| Geode Capital Management | 259.18K | 240.67K | 232.85K | 231.83K | 227.93K | 230.16K | 227.02K | 224.38K | 211.56K | 199.80K | 196.35K | 190.49K | 183.79K | 177.57K | 178.04K | 175.23K | 176.72K | 163.55K | 158.40K | 159.72K |
| Invesco Ltd | 149.66K | 181.78K | 96.35K | 104.94K | 129.83K | 196.21K | 182.46K | 153.73K | 145.87K | 168.12K | 172.13K | 174.60K | 192.70K | 201.94K | 60.21K | 43.51K | 45.91K | 43.25K | 52.87K | 55.55K |
| Point72 Asset Management | 109.53K | 102.72K | 70.37K | 61.63K | — | 13.48K | — | — | — | — | — | — | — | — | — | — | 2.10K | — | — | — |
| Fidelity Management & Research (FMR) | 109.29K | 167.38K | 263.32K | 574.67K | 506.70K | 339.73K | 296.34K | 135.44K | 126.61K | 162.57K | 77.95K | 34.48K | 34.23K | 31.76K | 41.26K | 47.85K | 62.52K | 65.22K | 65.19K | 113 |
| Charles Schwab Investment Management | 108.39K | 104.73K | 102.24K | 103.09K | 103.48K | 109.37K | 110.98K | 109.45K | 103.52K | 100.65K | 98.00K | 97.78K | 93.02K | 92.77K | 91.28K | 87.03K | 86.40K | 85.48K | 83.54K | 81.00K |
| Northern Trust Corp | 86.94K | 81.66K | 80.39K | 83.28K | 84.94K | 89.64K | 91.73K | 83.75K | 81.88K | 89.30K | 93.92K | 98.49K | 98.37K | 93.71K | 94.26K | 91.19K | 93.73K | 95.80K | 99.77K | 101.04K |
| Marshall Wace | 74.84K | 6.84K | 5.04K | — | — | 3.66K | 2.84K | 700 | 2.00K | — | — | — | — | — | 45.22K | 9.69K | 17.06K | — | — | — |
| Goldman Sachs Group | 61.68K | 93.17K | 74.16K | 33.32K | 29.61K | 32.52K | 49.06K | 37.37K | 27.94K | 19.71K | 17.84K | 15.35K | 30.03K | 12.73K | 29.59K | 56.94K | 19.01K | 17.87K | 26.55K | 31.79K |
| Morgan Stanley | 57.66K | 61.38K | 63.11K | 56.21K | 68.71K | 79.65K | 82.59K | 88.05K | 55.59K | 64.10K | 63.40K | 54.37K | 56.40K | 60.16K | 66.77K | 65.20K | 65.19K | 44.75K | 38.19K | 29.63K |
| Principal Global Investors | 55.04K | 53.31K | 51.56K | 47.57K | 42.05K | 42.76K | 42.12K | 41.33K | 41.74K | 43.09K | 41.98K | 44.44K | 46.88K | 49.83K | 52.27K | 52.55K | 56.70K | 57.67K | 58.20K | 59.88K |
| Franklin Resources | 54.39K | 58.41K | 46.00K | 9.91K | 12.22K | 10.93K | 11.39K | 9.54K | 11.44K | 11.45K | 2.14K | 2.14K | 2.31K | — | — | — | — | — | — | — |
| Capital Research Global Investors | 48.29K | 47.01K | 22.10K | 22.10K | 22.10K | 22.10K | 22.10K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 45.73K | 44.82K | 56.99K | 62.20K | 63.97K | 56.06K | 73.74K | 85.70K | 92.83K | 99.23K | 110.55K | 123.81K | 126.54K | 137.15K | 142.97K | 129.62K | 146.97K | 168.34K | 173.10K | 175.89K |
| Renaissance Technologies | 42.17K | 37.93K | 11.97K | 4.10K | 12.51K | 2.35K | 3.55K | 4.75K | 4.85K | 6.15K | 7.45K | 11.36K | 17.95K | 32.05K | 23.75K | 42.76K | 42.66K | 27.36K | 19.55K | 13.55K |
| Bank of America Corp | 38.56K | 27.35K | 25.53K | 27.34K | 26.26K | 17.88K | 8.56K | 19.93K | 12.86K | 18.01K | 22.23K | 20.32K | 24.54K | 33.92K | 18.31K | 10.42K | 15.77K | 31.99K | 40.66K | 25.94K |
| JPMorgan Chase & Co | 37.10K | — | 24.24K | 32.06K | 18.36K | 30.06K | 43.59K | 35.89K | 23.11K | 20.55K | 19.41K | 15.35K | 19.72K | 4.51K | 13.77K | 12.78K | 16.34K | 24.78K | 14.09K | 8.12K |
| Millennium Management | 35.07K | 47.74K | 5.30K | 8.54K | 11.90K | 39.72K | 5.45K | 6.91K | 8.87K | 13.47K | 38.72K | 90.55K | 35.21K | 9.01K | 8.68K | 81.31K | 103.33K | 98.68K | 17.00K | 46.94K |
| PSP Investments | 32.52K | 30.32K | 27.03K | 30.84K | 30.39K | 28.79K | 20.24K | 17.53K | 17.03K | 15.92K | 16.07K | 9.97K | 14.35K | 14.22K | 15.07K | 15.16K | 15.78K | 15.91K | 17.38K | 17.27K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details